Stifel Financial’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Stifel Financial’s Portfolio CGSD Stock Details CGSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.4M	Buy	869,383 +94,573	+12%	+$2.46M	0.02%	591
2025 Q4	$20.2M	Buy	774,810 +69,826	+10%	+$1.82M	0.02%	628
2025 Q3	$18.3M	Buy	704,984 +474,491	+206%	+$12.3M	0.02%	669
2025 Q2	$5.98M	Buy	230,493 +28,428	+14%	+$734K	0.01%	1152
2025 Q1	$5.22M	Buy	202,065 +27,546	+16%	+$710K	0.01%	1171
2024 Q4	$4.47M	Buy	174,519 +46,827	+37%	+$1.2M	﹤0.01%	1271
2024 Q3	$3.31M	Buy	127,692 +6,871	+6%	+$177K	﹤0.01%	1445
2024 Q2	$3.07M	Buy	120,821 +6,041	+5%	+$153K	﹤0.01%	1438
2024 Q1	$2.91M	Buy	114,780 +12,598	+12%	+$321K	﹤0.01%	1470
2023 Q4	$2.6M	Buy	102,182 +41,878	+69%	+$1.06M	﹤0.01%	1490
2023 Q3	$1.51M	Buy	60,304 +29,365	+95%	+$739K	﹤0.01%	1774
2023 Q2	$777K	Buy	30,939 +14,504	+88%	+$369K	﹤0.01%	2241
2023 Q1	$419K	Buy	+16,435	New	+$419K	﹤0.01%	2619

Other funds holding CGSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Stifel Financial's CGSD Position: Q1 2026 in Review

Stifel Financial increased its Capital Group Short Duration Income ETF (CGSD) stake by 12% in Q1 2026, buying an estimated $2.46M and bringing the position to 869,383 shares worth $22.4M. The position accounts for 0.02% of the portfolio, ranked #591.

Stifel Financial first reported a position in CGSD in Q1 2023 and has held it in 13 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Stifel Financial held 869,383 shares of Capital Group Short Duration Income ETF worth $22.4M as of Q1 2026.
Stifel Financial bought 94,573 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $2.46M.
Capital Group Short Duration Income ETF made up 0.02% of Stifel Financial's portfolio in Q1 2026, its #591 holding.
Stifel Financial first reported a position in Capital Group Short Duration Income ETF in Q1 2023 and has held it in 13 quarters since.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.